+201.2%
ABT vs LPLA
+1,226.8%
-1,025.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -5.0% | -3.7% | -1.3% | -4.4% |
| 30D | -5.8% | -6.4% | +0.6% | -4.8% |
| 3M | +16.7% | +20.2% | -3.4% | +13.0% |
| 6M | -5.2% | +12.8% | -18.1% | -7.4% |
| YTD | -16.0% | -2.5% | -13.5% | -16.3% |
| 1Y | -18.3% | +1.9% | -20.2% | -19.4% |
| 3Y | +9.2% | +45.0% | -35.7% | -1.7% |
| 5Y | -11.6% | +146.6% | -158.2% | -31.2% |
| All | +201.2% | +1,226.8% | -1,025.5% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling